Ticker Appearances
First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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Daily Technical Strategy
Industrials rally solidifies this as an Overweight
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 HAS NOW PUSHED UP TO...
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Daily Technical Strategy
SPX hits New highs on negative breadth as IWM, RSP, DJIA lag
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 HAS NOW PUSHED UP TO...
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Daily Technical Strategy
SPX might push to new monthly lows into next week, and then bottom
SPX IS STILL TECHNICALLY WITHIN ITS BEARISH SHORT-TERM CONSOLIDATION PATTERN THAT BEGAN NEARLY FIVE WEEKS AGO, AND THE LAST COUPLE OF DAYS HAVE PRODUCED EVEN...
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First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
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First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
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First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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Daily Technical Strategy
Industrials rally solidifies this as an Overweight
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 HAS NOW PUSHED UP TO...
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Daily Technical Strategy
SPX hits New highs on negative breadth as IWM, RSP, DJIA lag
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 HAS NOW PUSHED UP TO...
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Daily Technical Strategy
SPX might push to new monthly lows into next week, and then bottom
SPX IS STILL TECHNICALLY WITHIN ITS BEARISH SHORT-TERM CONSOLIDATION PATTERN THAT BEGAN NEARLY FIVE WEEKS AGO, AND THE LAST COUPLE OF DAYS HAVE PRODUCED EVEN...
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First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
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First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
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First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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Daily Technical Strategy
Industrials rally solidifies this as an Overweight
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 HAS NOW PUSHED UP TO...
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Daily Technical Strategy
SPX hits New highs on negative breadth as IWM, RSP, DJIA lag
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 HAS NOW PUSHED UP TO...
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Daily Technical Strategy
SPX might push to new monthly lows into next week, and then bottom
SPX IS STILL TECHNICALLY WITHIN ITS BEARISH SHORT-TERM CONSOLIDATION PATTERN THAT BEGAN NEARLY FIVE WEEKS AGO, AND THE LAST COUPLE OF DAYS HAVE PRODUCED EVEN...
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First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
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First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
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